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October 2025

AMD and OpenAI Sign Long-Term GPU Deployment Agreement: Strategic and Supply Chain Considerations

Advanced Micro Devices (AMD) and OpenAI jointly announced a strategic partnership focused on scaling compute capacity for artificial intelligence systems. The agreement outlines OpenAI’s plan to deploy up to 6 gigawatts of AMD Instinct GPUs, beginning with an initial 1-gigawatt deployment using the MI450 series in the second half of 2026. This development reflects a …

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